The Financial Planning Association of Australia The Financial Planning Association of Australia

Mathew Taylor, CFP®

Name Mathew Taylor CFP®
Company Shadforth Financial Group
Address Level 3
111 Macquarie St
Hobart, TAS 7000
Phone 03 62111111

I hold a Bachelor of Economics degree from the University of Tasmania and am a Certified Financial Planner practitioner, a Fellow of the Financial Services Institution of Australia (FINSIA) and an Affiliate of the Financial Planning Association of Australia. I have also completed the Graduate Diploma of Financial Planning and Graduate Diploma of Risk and Insurance through Deakin University.

I have received several awards, including being named in the Top 10 Certified Financial Planning practitioners in Australia for the Australian Financial Review Smart Investor Magazine ‘Masterclass’ for 2007 and 2013.

I joined the finance industry in 1997, working for major international banking and investment houses in Melbourne and London before returning to Tasmania and joining Shadforth Financial Group in 2002.

A regular speaker on a range of financial planning issues, I am currently a lecturer for Adult Education Tasmania and have served as Treasurer of the Hobart Chapter of the Financial Planning Association.

I have strong technical skills with extensive knowledge of markets, investments, superannuation, taxation planning, Centrelink and retirement planning. I regularly attend adviser briefings and technical sessions to keep my knowledge current.

I work with wealth accumulators and specialise in helping pre-retirees and retirees develop optimal strategies for their retirement.

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